Filed November 1, 2001 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $357,934 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $155,855 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 11 · EIN 13-3040307 | Actuarial | $130,360 |
Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 27 111 HUNTINGTON AVE STE 200 · BOSTON, MA 021997632 | Advisory (Plan) | $101,728 |
Service code 28 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $75,966 |
CAPITAL GUARDIAN2 years Service code 28 · EIN 95-2553868 | Investment Management | $73,530 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $72,145 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $60,989 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $43,233 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE & TOUCHE LLF Service code 10 · EIN 13-3891517 | Accounting | $42,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -15.44% | -14.80%-0.6pp | 7.07%-22.5pp | -14.80%-0.6pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $34,847-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |